Moller Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Moller Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$652K	Buy	855 +169	+25%	+$128K	0.12%	41
2026 Q2	$512K	Hold	686	–	–	0.09%	45
2026 Q1	$446K	Buy	686 +2	+0.3%	+$1.36K	0.09%	47
2025 Q4	$466K	Hold	684	–	–	0.1%	45
2025 Q3	$456K	Hold	684	–	–	0.1%	47
2025 Q2	$423K	Sell	684 -467	-41%	-$267K	0.09%	45
2025 Q1	$644K	Buy	1,151 +752	+188%	+$442K	0.16%	41
2024 Q4	$234K	Hold	399	–	–	0.06%	61
2024 Q3	$229K	Hold	399	–	–	0.06%	62
2024 Q2	$217K	Buy	+399	New	+$209K	0.06%	61

Other funds holding SPY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Moller Wealth Partners's SPY Position: Q3 2026 in Review

Moller Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q3 2026, buying an estimated $128K and bringing the position to 855 shares worth $652K. The position accounts for 0.12% of the portfolio, ranked #41.

Moller Wealth Partners first reported a position in SPY in Q2 2024 and has held it in 10 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Moller Wealth Partners held 855 shares of State Street SPDR S&P 500 ETF Trust worth $652K as of Q3 2026.
Moller Wealth Partners bought 169 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $128K.
State Street SPDR S&P 500 ETF Trust made up 0.12% of Moller Wealth Partners's portfolio in Q3 2026, its #41 holding.
Moller Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 10 quarters since.
2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.